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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $488,049 | $144,130+238.6% | $117,861+314.1% | $147,586+230.7% |
| Participation rate | 100.0% | 83.4%+16.6pp | 79.7%+20.3pp | 82.8%+17.2pp |
| Annual return | 18.98% | 531.20%-512.2pp | 335.11%-316.1pp | 578.59%-559.6pp |
| Employer contribution / active EE | $6,660 | $4,897+36.0% | $3,786+75.9% | $4,876+36.6% |
| Participant deferral / active EE | $6,166 | $5,316+16.0% | $4,482+37.6% | $5,439+13.4% |
| Admin fee / account holder | $13,486 | $10,887+23.9% | $8,021+68.1% | $10,886+23.9% |